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Disclosery

Smith Salley Wealth Management: EMR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Smith Salley Wealth Management on EMR, newest first. How the timeline and the estimate are built.

Smith Salley Wealth Management held 14,854 EMR shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,854 shares
    Change vs previous 13F +99 shares

    0.09% of the 13F portfolio, value $2,126,375.

    13F-HR 0001062993-26-003799 filed by Smith Salley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 14,755 shares
    Change vs previous 13F +9,280 shares

    0.1% of the 13F portfolio, value $1,933,154.

    13F-HR 0001062993-26-002022 filed by Smith Salley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,475 shares
    Change vs previous 13F -16,686 shares

    0.04% of the 13F portfolio, value $726,692.

    13F-HR 0001062993-26-000437 filed by Smith Salley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 22,161 shares
    Change vs previous 13F -1,984 shares

    0.15% of the 13F portfolio, value $2,907,053.

    13F-HR 0001062993-25-016209 filed by Smith Salley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 24,145 shares
    Change vs previous 13F +668 shares

    0.19% of the 13F portfolio, value $3,219,318.

    13F-HR 0001062993-25-012934 filed by Smith Salley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 23,477 shares
    Change vs previous 13F -1,419 shares

    0.17% of the 13F portfolio, value $2,574,031.

    13F-HR 0001062993-25-007992 filed by Smith Salley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 24,896 shares
    Change vs previous 13F -450 shares

    0.2% of the 13F portfolio, value $3,085,320.

    13F-HR 0001062993-25-000804 filed by Smith Salley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 25,346 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,772,121.

    13F-HR 0001062993-24-017911 filed by Smith Salley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).